Legal Question in Wills and Trusts in Florida

best way to leave property and investments to my only daughter

I would like to know which is the best way to leave my properties, stocks, etc to my only daughter, who is about to get married in a couple of weeks.

A simple WILL, will do it? OR a revocable living trust is neccesary, knowing that she is the only one to inherite from me?

And do I need a separate clause to make sure that in case of her divorce later on, her husband won't be able to claim any portion of the above mention estate?

So far all my assets are lessthan $600.000.

Please advise.

Thank you very much.

Concerned

--name removed--nieto


Asked on 9/06/03, 8:27 pm

2 Answers from Attorneys

Re: best way to leave property and investments to my only daughter

The best way, for several reasons, is to put everything in both your names, as joint tenants. Those properties/assets will pass automatically to her at your death without going through probate and in Florida, will be only hers if titled this way.

The second best way depends on independent factors. There are ways to protect from the effects of a divorce with either a will or a trust.

Best wishes to your daughter.

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Answered on 9/07/03, 12:03 am
David Slater David P. Slater, Esq.

Re: best way to leave property and investments to my only daughter

A revocable trust is best if you worry about divorce.

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Answered on 9/06/03, 9:09 pm


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